Pipeline
- Lead capture, qualification, and duplicate warnings
- Convert to deal with account matching
- Kanban board with stage history and weighted value
Hegde Suite · CRM
Customer Relationship Management
Track leads, accounts, contacts, and deals on a kanban pipeline — with activities, reports, a REST API, and outbound webhooks.
Built for: Sales teams, agencies, and service businesses that live on follow-ups.
Available as a self-hosted licence (remote install included) or turnkey managed cloud hosting. Contact us for a quote.
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Hegde CRM keeps leads, accounts, contacts, and deals in one pipeline your team can actually follow. Duplicate warnings, convert-to-deal, and a kanban board stop the ‘who owns this?’ problem.
Activities (calls, tasks, meetings) sit on the record. Reports show conversion and owner pipeline. A REST API and outbound webhooks connect the website, ERP, and other Hegde apps.
Modules
What CRM includes
The workflows your team will use every day — on your server, with unlimited users on that licence.
Relationships
- Accounts with contacts, notes, files, and tags
- Contact timelines linked to deals and activities
- Tasks, calls, and meetings with a related-record picker
Integrations
- REST API keys for website and ERP wiring
- Outbound webhooks on record events
- CSV export, pipeline stages, and audit log
Where it fits
Typical teams
Agency or services firm
Every enquiry becomes a lead with an owner and a next action — not a WhatsApp screenshot.
Inside sales team
Kanban stages match how you actually close. Weekly conversion reports for the owner.
Website-led business
Push form leads into CRM via API so nothing sits in the mailbox unread.
Key capabilities
- Lead capture, qualification, duplicate warnings, and convert-to-deal
- Accounts, contacts, notes, files, and a deal kanban board
- Tasks, calls, meetings, and conversion / pipeline reports
- REST API and webhooks to wire the website, ERP, and other Hegde apps
Built for Indian operations
- Pipeline stages that match how Indian sales teams actually close
- Reminders so no WhatsApp or call follow-up is lost
- Conversion reports for owners and managers
CRM
Pipeline · This week
Deal stages
New leads24
Qualified11
Proposal6
Won₹4.2L
Illustrative preview — ask for a live walkthrough of workflows for your team.
Related
Works well with
Get started with CRM
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